03/06/2019
Jupiter inks three LatAm distribution deals in strategy revamp
The new alliances are part of a strategic revamp by the UK firm as it works to expand its presence in Latin America's key institutional and wealth markets.
Executive Moves
03/05/2019
St James's Place hires first external comms director
The company, which uses Brunswick and Lansons for PR, has not previously employed anyone in comms to this level of seniority.
03/05/2019
Raymond James finally names new RIA chief and, yes, he is a Schwab veteran
Adding his background, experience and deep knowledge of this space furthers our commitment to supporting independent RIA firms and providing them with the best tools and resources available.
03/05/2019
Andbank names global asset management director
Prior to his time working for Altamar, he worked at Aviva during 15 years.
03/05/2019
Ex-Julius Baer Banker Appointed at Family Office
Flury was the man behind the acquisition of Kairos, a Milan-based asset manager.
03/05/2019
Brown Shipley appoints regional head for the north west
Brown Shipley’s presence in the north west has grown significantly over recent years, including the acquisition of The Roberts Partnership in 2017.
03/04/2019
Credit Suisse names head of EAM in Geneva
Based in Geneva, Pilloud will be responsible for CS growth locally with services for independent asset managers and multi-family offices.
03/04/2019
Ex-Credit Suisse Banker Resurfaces
Last year, she moved to the Swiss Finance Council
03/04/2019
Rockefeller Capital Management appoints Chief Information Officer
Joe Ferlisi to Join Rockefeller Capital Management as Chief Information Officer
03/04/2019
Ashfords expands Private Client Team
She regularly provides training to charities and public bodies regarding their mental capacity policies and the implementation of changes in the law.
03/03/2019
Calamatta Cuschieri appoints Head of Wealth and Fund Management
He developed and implemented the bank’s strategy in the area of Wealth Management whilst enhancing the risk and compliance aspects of the portfolios under management amongst others.
03/01/2019
Nikko Asset Management adds to Global Equity team
Nikko AM’s Global Equity team manages high conviction global equity long-only portfolios focused on companies
03/01/2019
Chubb Appoints Mark Hammond Treasurer; Ken Koreyva to Assume New Role in Global Finance Organization
Mr. Hammond will report to Philip Bancroft, Executive Vice President, Chubb Group and Chief Financial Officer, Chubb Limited.
03/01/2019
Private Client & Wealth Management Practice Expands in the Cayman Islands
She focuses her practice on the licensing of trust companies
03/01/2019
Vontobel Quality Growth Expands Client Portfolio Manager Team
The expansion of our Client Portfolio Manager team is a reflection of our long-term commitment to clients and dedication to reinforcing our global market coverage.”
03/01/2019
Holland & Knight Adds Int'l Tax Atty From Greenberg Traurig
Seth is a highly respected tax attorney with a fantastic reputation in the market
03/01/2019
Estera Appoints Ethan Levner As Managing Director, Guernsey
Ethan is absolutely the right person to lead our Guernsey business
03/01/2019
OECG appoints Head of the Tax Treaty, Transfer Pricing and Financial Transactions Division
He will work closely with the Office of the Secretary-General
02/28/2019
Raymond James Picks Up $738M UBS Team
Raymond James’ technology and product selection were draws
02/28/2019
J Safra Sarasin hires from BNPP Private Wealth
The bank is expected to make more hires this year.